Schwab Network

Cyber attacks on Microsoft's (MSFT) SharePoint platform are "not a shocking surprise" to shareholders, says Jed Ellerbroek. He believes the muted reaction in the stock is due to anticipation for the company's earnings. Jed expects to see "aggressive" capex spend from Microsoft and other Big Tech firms as earnings season heats up. He adds that the SPX will "chug alo...

Jack Mallers joins Jenny Horne on the latest episode of Market Overtime to cover Bitcoin, the role of cryptocurrency in the modern world and the future of money. From the utility of Bitcoin to the differences between money and currency, Jack jumps into it all as he maps out the reasons why Bitcoin is at the heart of his businesses. ======== Schwab Network ======== Empowering every investor and tra...

What started as a strong open led to weakness throughout the day, with the $DJI and RUT losing steam. Microsoft (MSFT) closed flat despite its SharePoint service getting targeted by hackers over the weekend. CoreWeave (CRWV) gained on the session after offering $1.5 billion in senior notes to cover debt. Block (XYZ) rallied after the SPX tapped the company to join the index starting this Wednesday...

Jeanette Garretty thinks the end of earnings season will show markets “surviving and possibly even thriving” despite trade uncertainties. She’s not sure we’ll see any trade deals before the August 1 deadline. She looks at tariff impacts so far to Europe and Japan and what she expects from negotiations. Jeanette also talks the possibility of retaliatory tariffs from U.S. trading partners. ========...

George Tsilis turns to a company he sees as a stock not getting much attention in the A.I. race: Astera Labs (ALAB). The company has a wide array of partners across the tech front, including Nvidia (NVDA), AMD Inc. (AMD), and TSMC (TSM). George takes a closer look into the company's fundamentals and explains its near-20% rally on Monday's session. ======== Schwab Network ======== Empowerin...

With the FOMC not expected to release any new information until next week's interest rate meeting, @CharlesSchwab's Collin Martin doesn't see a cut coming for July. He points to a slew of economic data support the case against cuts. Mike Townsend offers an explanation of the CLARITY and GENIUS Acts, the latter of which was signed into law by President Trump on Monday. He later turns to...

Scott Bauer notes that “gold is really, really breaking out again.” On the U.S. dollar, he emphasizes 96 as a critical level to watch. “This is a sell-first environment” for the dollar, he adds, at least until some trade deals are resolved with our bigger partners. For crude oil, “demand is just not racking up” and the underlying fundamentals are still imbalanced even with new E.U. sanctions on Ru...

Philip Morris (PM) has been a "notable outperformer" compared to the SPX, says Rick Ducat. And it's not just Philip Morris — Rick points out that "sin stocks" across the board rallied more than its peers across indices. He gives investors a glimpse into investor interest and charts for the company ahead of Tuesday's earnings. ======== Schwab Network ======== Empowering...

David Whiston from Morningstar previews General Motors (GM) earnings and discusses the auto industry overall. He thinks GM is good at managing its production levels and compares it to Stellantis’ (STLA) disappointing guidance announcement. Morningstar has a 4-star rating and $75 fair estimate value for GM. Overall, his forecast after last quarter is on the lower end of analysts. ======== Schwab Ne...

The delayed August 1 trade deadline is pushing back any potential Fed rate cuts, says Thierry Wizman. He thinks there should be more easing and does expect at least one cut this year, citing a weakening consumer and labor market. Right now, he sees opportunities “outside of the normal business cycle” and betting on the yield curve steepening. ======== Schwab Network ======== Empowering every inves...

Ben Werkman calls the passage of the CLARITY and GENIUS Acts a defining moment for the crypto space. He believes the legislation isn't just bullish for assets like Bitcoin, but also for the U.S. dollar and stocks tied to cryptocurrencies. Kai Wu gives investors insight into why diversifying in the crypto space is critical. ======== Schwab Network ======== Empowering every investor and trader,...

Kyle Bergacker shares what he’s watching in markets as earnings season ramps up. He calls Alphabet (GOOGL) “compelling” and a “forgotten name” in AI. He is also bullish on Thermo-Fisher (TMO), a “leader in life sciences,” and Edison International (EIX). “Even at all-time highs, you can find some opportunities out there.” ======== Schwab Network ======== Empowering every investor and trader, every...

“We’ve had a phenomenal recovery,” Paul Schatz says, with new highs hitting well before he expected. He thinks the foundations of the market are still solid but thinks there will be a 3Q pullback of 2%-5% before a rally in 4Q. He also expects market tailwinds through 2026. In general, he’s looking for positions in less volatile stocks while “pruning” gains from portfolio winners. He likes Waste Ma...

Seema Shah with Sensor Tower gives investors insight into the latest social media and streaming trends affecting stocks. She points to Netflix's (NFLX) user base being the biggest driver for its growth, saying its 75% quarter-over-quarter retention far exceeds other streamers. Seema adds that Alphabet's (GOOGL) YouTube platform gives the Mag 7 giant an edge that most of its peers don't...

Block (XYZ) will replace Hess Corp. (HES) in the SPX starting this Wednesday. While the inclusion will likely draw more institutional investors to the fintech company, Marley Kayden points to growth being its biggest headwind. She notes Block's "extreme volatility" and sensitivity to macro conditions serving as key headwinds. ======== Schwab Network ======== Empowering every investor...

Likefolio’s Megan Brantley covers the consumer giant Coca-Cola (KO) before earnings. “These are brands that are so engrained” in consumer shopping habits, she says, but she is “shocked” by the amount of traction Coca-Cola has had recently. “It’s been receiving a ton of interest in its Fairlife brand,” she notes, calling it evidence of the GLP-1 effect. They have a bullish tilt towards KO ahead of...

Jim Thorne argues the Fed is “asleep at the wheel” because tariffs aren’t inflationary, and they should have cut rates already. He thinks the Fed has become academic with a very narrow view of economics. Mark Giambrone agrees, saying the Fed has been “behind the curve consistently,” though he laments the politicization of rate cuts. He says we need to start seeing cuts before the end of the year....

Francis Gannon looks at opportunities in small caps, arguing they’ve been in a recession the last few years but will begin outperforming in the second half of 2025. “You have to think about more than the Russell 2000,” he adds, comparing it to the Russell 3000. He also discusses investing in small caps internationally. He also emphasizes finding small caps that don’t need exposure to capital marke...

@ProsperTradingAcademy's Mike Shorr sees air travel picking up speed into the summer months, noting United Airlines (UAL) as a stock investors should keep an eye on. On the industrial front, Mike believes Flowserve (FLS) will muscle a rally in the short-term, while he sees a pullback coming for Applied Materials (AMAT) amid all-time high rallies across the semiconductors. He also offers exampl...

“Earnings look really good right now,” Andrew Arons says, and “markets are doing extremely well.” His picks include Meta Platforms (META), which he still considers cheap, and Uber (UBER), which he thinks can break through the $100 level by the end of the year. Andrew is also bullish on Reddit (RDDT), which unlike the other two has underperformed the SPX this year. ======== Schwab Network ========...

Lockheed Martin (LMT), RTX Corp. (RTX), and Northrop Grumman (NOC) all report earnings on Tuesday in a time where all eyes are on the global defense industry. Jenny Horne turns to the latest developments surrounding each stock ahead of their anticipated reports. Rick Ducat gives investors an in-depth look into the bearish and bullish indicators in the charts. ======== Schwab Network ======== Empow...

Chris Gersch talks about everything he sees as critical in the energy sector. He sees natural gas leading the push in powering A.I., talking about the generators he expects to turn online in the coming months and years. Chris sees the long-term energy picture being led by solar and other renewables, pointing to Sunrun (RUN) as a stock he sees winning in the industry. ======== Schwab Network ======...

Monday morning, Microsoft (MSFT) warned that hackers were targeting customers through its SharePoint software services. Marley Kayden takes a closer look into the developing story and the extensive cybersecurity risk the hack poses. As Marley explains, shares continued to move higher despite the news. @ProsperTradingAcademy's Charles Moon offers an example options trade for Microsoft as the st...

Dan Ahrens sees a lot of potential for Domino's Pizza. He points out the company's earnings miss but says its expanded stores and in-store sales growth make up for that loss. Dan goes in-depth on why Domino's is poised to be a winner in the fast food space. He also notes his picks in fast casual, which include Cheesecake Factory (CAKE) and Cracker Barrel (CBRL). Tom White serves up exa...

Block (XYZ) is coming to the SPX. Diane King Hall notes the rally higher and talks about fintech's rise in market favorability leading to Block's induction. Stellantis (STLA) shares slipped after the company noted it will post a loss for the first half of the year due to tariff woes. Diane later turns to a downgrade on Target (TGT) from Barclays. ======== Schwab Network ======== Empowering...